Create a model retirement plan that includes retirement account balances, anticipated annual withdrawals and several Social Security options.
Explore how much monthly income your retirement savings can provide.
Decide whether a Roth IRA conversion is right for you.
Learn whether your anticipated investment returns will meet your long-term investment goals.
Analyze loan payments, terms and interest rates, and receive a complete amortization schedule by month or year.
Determine how much refinancing may save you, plus learn the number of months to break even on closing costs with a reduced monthly payment.
Estimate whether you’re saving enough to fund your educational goal.
Get a preview of your next tax refund or payment when you enter your filing status, income, deductions and credits.
Estimate taxes for your investment, retirement or unexpected income.